CHINA MARKET WATCH

BankChinese Banks Accelerate 2026 Interim Dividends, With Total Payouts Reaching RMB 266.1Bn

StockCMC Plans RMB 836M Investment to Gain Control of Huayi Brothers in Proposed Reorganization

LithiumLithium Carbonate Futures Slump Over 40% in Four Months Amid Weaker Demand Expectation – What’s Next?

CommodityChina’s Iron Ore Futures Face Pressure as Support Weakens

BankRegulators and Banks in Several Chinese Regions Launch Inspections and Retrospective Reviews as Personal Loan Risks Rise

AIDoubao Phone Enters Mass Market as AI Smartphone Competition Intensifies

SemiconductorSMIC Narrows Gap with Samsung Foundry as Diverging Growth Trajectories Reshape Foundry Landscape

EnergyAI Power Demand Fuels Gas Turbine and SOFC Boom, A-Share Companies’ Order Realization Highly Uneven

AutoSeres and Huawei Revamp Partnership as Automakers Face Growing Profitability Pressure

Real EstateChina’s Property Market Enters Era of Existing Homes as Second-Hand Transactions Overtake New Homes

BankBanks Quietly Raise Business Loan Rates as They Tighten Underwriting and Focus on Loan Quality

AIByteDance Repositions Feishu for the Agent Era, Stepss Up Investment in Enterprise Market

AutoGAC–FAW Restructuring Signals New Wave of State-Owned Auto Industry Consolidation

BatteryCATL Shares Plunge Amid Mounting Concerns as Automakers Diversify Battery Supply

Real EstateChina’s First-Tier Resale Home Prices Rise for Sixth Consecutive Month, Recovery Remains Uneven